FAQ

SafeSend Returns (SSR) Signatures
Mon, 8 Feb, 2021 at 2:24 AM
Make Recording available to the firm + Script
When you have a virtual meeting and you are recording it, it will by default be saved to MS Stream, our company wide internal "youtube". The video...
Fri, 21 May, 2021 at 11:22 AM
CA depreciation for Qualified Improvement property
Even though below box is checked for Qualified Improvement property (Fed 15 years, CA 39 years), CA depreciation method and life need to be entered in s...
Thu, 30 Sep, 2021 at 3:34 PM
Friday Q&A in 9/7/2021
Following topics were discussed. 1. State income – Schedule K-1  2.        State income – Adjustment to federal amount  3.        SurePrep – K-1 ...
Tue, 9 Nov, 2021 at 1:16 PM
Transfer HEIC to JPG
When you receive a picture that has been taken with an iphone, you normally receive them in .HEIC format. If you have Win11, your picture tool (build into W...
Wed, 1 Jun, 2022 at 8:11 AM
How to redirect your browser downloads to U drive
To redirect your browser downloads to the U drive instead of your computer for security reasons.   We recommend you do this, here are the directions below...
Thu, 21 Jul, 2022 at 11:07 AM
How to change name and add spouse to TaxCaddy
Situation: Client got married during a year. How to update the name and add spouse name to TaxCaddy? Solution:  The client will need to add the spouse ...
Tue, 15 Nov, 2022 at 12:51 PM